Voleon Capital Management’s Unum UNM Stock Holding History

Voleon Capital Management’s Portfolio UNM Stock Details UNM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-7,816	Closed	-$606K	–	920
2025 Q4	$606K	Buy	7,816 +2,755	+54%	+$211K	0.01%	538
2025 Q3	$394K	Buy	+5,061	New	+$379K	0.01%	648

Other funds holding UNM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Voleon Capital Management's UNM Position: Q1 2026 in Review

Voleon Capital Management sold out of Unum (UNM) in Q1 2026, closing a stake of 7,816 shares — an estimated $606K sold.

Voleon Capital Management first reported a position in UNM in Q3 2025 and held it in 2 quarters. The position peaked at $606K in Q4 2025. 693 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

Voleon Capital Management reported no remaining Unum position as of Q1 2026 after selling out during the quarter.
Voleon Capital Management sold 7,816 Unum shares in Q1 2026, an estimated $606K.
Voleon Capital Management first reported a position in Unum in Q3 2025 and held it in 2 quarters.
Voleon Capital Management's Unum position peaked at $606K in Q4 2025.
693 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Voleon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.